Adding weight totals to AR form

Thanks for your help Mark, the instructions you gave me worked
perfectly.
Thanks again, Jase.








--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...> wrote:
>
> Hi Jase,
> > Hi, We have just implemented Vantage 8.00.809d and i was
wondering if
> > anyone could tell me how to add the NetWeight field to the AR
form.
> > From here i am going to create a formula to show the total weight
of
> > the invoiced shipment.
> > I have added extra fields to other reports, but because this
field is
> > not attached to any of the tables in the ARform data definition, i
> > presume that i will have to add a new table. This is the part i
am not
> > sure of. Any help would be greatly appreciated.
>
> (This works on 8.03 and I think it would work on 8.00 as well...)
You do not
> have to add another table per se.
>
> Go to System Management | Company Maintenance and open Report Data
Definition.
>
> Choose the ARFORM Report Definition. Go to the Actions Menu and
Duplicate the
> definition calling it ARFORMPP or something like that.
>
> Expand the Report Tables Tree and click on InvcDtl.
>
> Click on the Report Table Tab. In the next row of tabs, choose the
Link Tables
> Tab and on the third row of tabs, choose Description Fields.
>
> In the drop-down box, choose PartNum. In the left pane, Fields
Available,
> select NetWeight and click the arrow to move it to the right pane,
Fields
> Picked. Click Save.
>
> Now the data definition is updated. You now have to tell your
Crystal Reports
> to use your custom Report Data Definition.
>
> Open up Report Style in the Company Maintenance Folder. Select
ARFORM. Here, I
> choose to do a New Report Style. Call it Precision Parts or
something clever
> like that. In the Data Definition drop down, use your new data
definition
> created above. Keep Crystal Reports for your report type and enter
the name of
> your custom Crystal Report in the Report Location. (You are using a
copy with
> a different name, right?)
>
> OK, go and print (or just generate) an invoice choosing this new
report style.
> If all goes well, this will put an XML file in your
MFGSYSDATA/REPORTS folder
> under your user name called something like AR Invoice
Form01234.XML. Copy this
> file to your development area.
>
> Open up Crystal Reports and load your custom Invoice Form. On the
menu, choose
> Database | Set Database Location. Replace your data source
(ADO.Net) by
> browsing to your newly created XML file and click Update. Do
a "Verify
> Database" here to make sure Crystal is aware of the new fields.
>
> If you expand the InvcDtl table in your Field Explorer, you will
now see a
> field called PartNum_NetWeight. (Apparently, all of
the "description fields"
> have the naming convention of {lookupfield}_{fieldname}) Now you
have the
> field that you want. Whew!
>
> While that was a lot of steps, you were probably doing most of them
already.
>
> Just an aside for lurkers, if one only wants to change a label on a
Crystal
> Report, you can change the report labels in the Report Data
Definitions
> without ever modifying the Crystal Reports. Just go to the Report
Labels tab
> and change the text.
>
> Finally, if this report style is working the way you want it, set
it as the
> Default Report style and it will be the first one that appears in
the Print
> Dialog Box.
>
> HTH,
>
> Mark W.
>
Hi, We have just implemented Vantage 8.00.809d and i was wondering if
anyone could tell me how to add the NetWeight field to the AR form.
From here i am going to create a formula to show the total weight of
the invoiced shipment.
I have added extra fields to other reports, but because this field is
not attached to any of the tables in the ARform data definition, i
presume that i will have to add a new table. This is the part i am not
sure of.
Any help would be greatly appreciated.

Thanks Jase.
Hi Jase,
> Hi, We have just implemented Vantage 8.00.809d and i was wondering if
> anyone could tell me how to add the NetWeight field to the AR form.
> From here i am going to create a formula to show the total weight of
> the invoiced shipment.
> I have added extra fields to other reports, but because this field is
> not attached to any of the tables in the ARform data definition, i
> presume that i will have to add a new table. This is the part i am not
> sure of. Any help would be greatly appreciated.

(This works on 8.03 and I think it would work on 8.00 as well...) You do not
have to add another table per se.

Go to System Management | Company Maintenance and open Report Data Definition.

Choose the ARFORM Report Definition. Go to the Actions Menu and Duplicate the
definition calling it ARFORMPP or something like that.

Expand the Report Tables Tree and click on InvcDtl.

Click on the Report Table Tab. In the next row of tabs, choose the Link Tables
Tab and on the third row of tabs, choose Description Fields.

In the drop-down box, choose PartNum. In the left pane, Fields Available,
select NetWeight and click the arrow to move it to the right pane, Fields
Picked. Click Save.

Now the data definition is updated. You now have to tell your Crystal Reports
to use your custom Report Data Definition.

Open up Report Style in the Company Maintenance Folder. Select ARFORM. Here, I
choose to do a New Report Style. Call it Precision Parts or something clever
like that. In the Data Definition drop down, use your new data definition
created above. Keep Crystal Reports for your report type and enter the name of
your custom Crystal Report in the Report Location. (You are using a copy with
a different name, right?)

OK, go and print (or just generate) an invoice choosing this new report style.
If all goes well, this will put an XML file in your MFGSYSDATA/REPORTS folder
under your user name called something like AR Invoice Form01234.XML. Copy this
file to your development area.

Open up Crystal Reports and load your custom Invoice Form. On the menu, choose
Database | Set Database Location. Replace your data source (ADO.Net) by
browsing to your newly created XML file and click Update. Do a "Verify
Database" here to make sure Crystal is aware of the new fields.

If you expand the InvcDtl table in your Field Explorer, you will now see a
field called PartNum_NetWeight. (Apparently, all of the "description fields"
have the naming convention of {lookupfield}_{fieldname}) Now you have the
field that you want. Whew!

While that was a lot of steps, you were probably doing most of them already.

Just an aside for lurkers, if one only wants to change a label on a Crystal
Report, you can change the report labels in the Report Data Definitions
without ever modifying the Crystal Reports. Just go to the Report Labels tab
and change the text.

Finally, if this report style is working the way you want it, set it as the
Default Report style and it will be the first one that appears in the Print
Dialog Box.

HTH,

Mark W.